SQUEEZE Setup
In the SQUEEZE setup, both the connection to the SQUEEZE system and the processing within the app are set up.
Menu
Process
Setup Wizard
This is used to start the setup wizard. This guides the user step by step through all menu items.
Get API key
This function is used to set the API key for the configured API name from the connected SQUEEZE system.
Create background jobs
The automated retrieval and processing of documents from SQUEEZE requires the setup of a background job. This can be done in via this function.
Copy setup
This copies the setup to other clients.
Master data
Upload master data for the first time
Via the function "Upload master data for the first time" all accounts payable and accounts payable bank accounts are transferred to SQUEEZE for the first time.
Navigation
SQUEEZE links
Using the SQUEEZE links menu item, you can see which vendor/vendor bank account has which ID on the squeeze page.
Vendor related setup
Document classes setup
Fasttabs
General
In this Fasttab you can activate/deactivate the use of this app. Additionally you can see the version of the connected SQUEEZE system.
API
In this Fasttab the URL of the SQUEEZE system is specified. Furthermore, an API name is set and the corresponding API key is entered via the "Get API key" function.
Settings
In this fastab the automatic enrichment of the positions is set up.
Order matching
The purchase order reconciliation is used for the automated check of the read out positions with those of the still open purchase orders in Microsoft Dynamics 365 Business Central. In this Fasttab, the permissible amount & quantity tolerances for the matching are set up. Additionally, it can be defined whether the matching should take place on purchase orders or deliveries. If
"Replace data" is active, the amounts and descriptions of the items will be replaced with those of the order/delivery after matching.
Master data
To improve the quality of the readout, SQUEEZE requires the accounts payable information from
Microsoft Dynamics 365 Business Central. In this Fastab, the master data
Synchronization gen SQUEEZE enabled/disabled
In the field "Client Master Data Tables Id" the ID of the SQUEEZE Company table is specified.
In the field "Creditor Master Data Tables Id" the ID of the SQUEEZE Creditor table is specified.
Number series
The number series for the SQUEEZE covers is indicated here.
Background jobs
The automated retrieval and processing of documents from SQUEEZE requires the setup of a background job. For this, the code unit 70954640 "DXP SQUEEZE Scheduled Tasks" is entered in the task queue item.
This background job is created automatically after the setup wizard is completed.
Job queue entry
Code unit 70954640 "DXP SQUEEZE Scheduled" is entered as an item in the task queue items.